Research Publishing Solutions for a South Africa-Based Investment Bank

  • 30+ client analysts supported

  • Editing, formatting & design, and translation

  • Exclusive 8-member Acuity team


CLIENT CHALLENGES
  • The wealth management group of a financial major required editorial and formatting & design support for a range of market commentaries and strategy reports across asset classes; they extended support to other teams/processes, including translation (to Chinese language), within 2 years of starting the engagement
  • Scope of work:
    • Editing (grammar, style, consistency, logic, and structure)
    • Formatting (exhibits and reports, ensuring they are in line with brand guidelines)
    • Designing (templates, publications, and marketing collaterals, including brochures, flyers, and presentations)
    • Collating and validating data; creating templates for pitchbooks, tearsheets, and factsheets and updating them every month
    • Translating the publications into simplified and traditional Chinese
OUR APPROACH
  • Deployed 4 Formatting Specialists, 2 Design Specialists, 1 Editor, 2 Translators, and 1 Supervisor/Coordinator; the supervisor is the single point of contact for the client and responsible for scheduling work, and ensuring that quality and turnaround requirements are met
  • Worked closely with the onshore team during a dry run of the publications and a charts database project; went live after the successful completion
  • Redesigned daily, weekly, and monthly publication templates in line with branding guidelines
  • Created documentation and SOPs by product to speed up the learning curve for new associates
IMPACT DELIVERED
  • The onshore team has expanded its scope to include research support in other locations of the bank
  • The Acuity team is fully integrated with the onshore analyst team, allowing seamless real-time support
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